Plan Ledger DOL Form 5500 · updated monthly

The Ulven Companies401(k)

THE ULVEN COMPANIES 401(K) PLAN · HUBBARD, OR · plan year 2024

Reported admin expense ratio · 2024
0.68%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Ulven Companies reported $46,052 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $2,248 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (661st of 1,021), and 10,129th of 13,661 in manufacturing. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has shrunk from 108 to 76 since 2022.

Plan summary
Net assets, end of year$7,075,863
Participants with balances110
Active participants76
Employer contributions$170,826
Employee contributions$359,118
Employer contribution per active participant$2,248
Average account balance$64,326
Benefits paid to participants$762,158
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS + ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 110 accts · $171K emplr
2023$6.4M · 124 accts · $187K emplr
2022$6.4M · 144 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,912
Investment management$15,542
Total administrative$46,052
The The Ulven Companies 401(k) match · 2024
Employer contribution per active participant$2,248
Median for plans this size$1,313
2024$2,248 per active participant
2023$2,528 per active participant
2022$1,909 per active participant

The Ulven Companies's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$22,911
DESCHUTES INVESTMENT CONSULTING · Investment advisory (plan)$15,542
PENSION PLAN SPECIALISTS, PC · Pension consulting$7,598

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,052 · 0.68%
2023$48,129 · 0.75%
2022$53,323 · 0.70%
Similar plansManufacturing · Oregon
Turtle Island Foods, Spc OR$7.8M · 0.87%
Marathon Coach, Inc. OR$7.8M · 0.73%
Western Wire Works, Inc. OR$7.7M · 0.73%
Herb Pharm, LLC OR$7.1M · 0.41%
Ess Tech Subsidiary, Inc OR$6.9M · 0.12%
Linn Gear Company, Inc. OR$6.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930724826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.